LPL Financial
CAT icon

LPL Financial’s Caterpillar CAT Stock Holding History

LPL Financial’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$567K Buy
800
+200
+33% +$139K ﹤0.01% 4650
2025
Q4 		$344K Sell
600
-200
-25% -$111K ﹤0.01% 5039
2025
Q3 		$382K Buy
+800
New +$342K ﹤0.01% 4856

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's CAT Position: Q1 2026 in Review

LPL Financial increased its Caterpillar (CAT) stake by 7.4% in Q1 2026, buying an estimated $52.7M and bringing the position to 1,099,268 shares worth $779M. The position accounts for 0.21% of the portfolio, ranked #104.

LPL Financial first reported a position in CAT in Q2 2013 and has held it in 49 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • LPL Financial held 1,099,268 shares of Caterpillar worth $779M as of Q1 2026.
  • LPL Financial bought 76,048 Caterpillar shares in Q1 2026, an estimated $52.7M.
  • Caterpillar made up 0.21% of LPL Financial's portfolio in Q1 2026, its #104 holding.
  • LPL Financial first reported a position in Caterpillar in Q2 2013 and has held it in 49 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.